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Internal Use Only · Confidential

Client Intake Form

Complete all required fields and submit same day of call. Deals requiring warm handoff must be routed to Mani or Ryan immediately upon identification.

1
Business Info
2
Profile
3
Financing
4
Credit Builder
5
Rep Notes
I
Business & Contact Information
Legal entity details and primary decision maker
Required 􀋝
II
Business Profile
Operating history, revenue, and credit overview
Required 􀋝
III
Financing Need & Product Routing
Capital request details and deal routing assignment
Required 􀋝
Routing — Rep to Complete
􀋒
Business Credit Builder — Spartan Growth Labs
Must be completed on EVERY call regardless of primary product interest
􀋒 Every Call 􀋝
􀋒 Mandatory: The Business Credit Builder must be pitched on every single call. Complete this section fully before submitting.
V
Rep Call Notes & Observations
Qualitative assessment, follow-up details, and prospect grading
Rep Only 􀋝

Submit same day of call. Deals flagged for IMMEDIATE routing must be
communicated to Mani or Ryan directly before submitting this form.
All information is strictly confidential — internal use only.

DOL Capital Solutions LLC
Confidential · Internal Use Only · Brooklyn, New York